Baldrige Asset Management’s iShares Europe ETF IEV Stock Holding History

Baldrige Asset Management’s Portfolio IEV Stock Details IEV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	$18K	Sell	353 -188	-35%	-$9.18K	0.01%	225
2022 Q4	$25K	Hold	541	–	–	0.01%	201
2022 Q3	$20K	Hold	541	–	–	0.01%	204
2022 Q2	$23K	Hold	541	–	–	0.01%	202
2022 Q1	$27K	Hold	541	–	–	0.01%	211
2021 Q4	$29K	Hold	541	–	–	0.01%	206
2021 Q3	$28K	Hold	541	–	–	0.01%	209
2021 Q2	$29K	Buy	+541	New	+$29K	0.01%	207

Other funds holding IEV

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return

Baldrige Asset Management's IEV Position: Q1 2023 in Review

Baldrige Asset Management reduced its iShares Europe ETF (IEV) stake by 35% in Q1 2023, selling an estimated $9.18K and leaving 353 shares worth $18K. The position accounts for 0.01% of the portfolio, ranked #225.

Baldrige Asset Management first reported a position in IEV in Q2 2021 and has held it in 8 quarters since. The position peaked at $29K in Q4 2021. 207 funds tracked by Wall St. Rank hold IEV as of Q1 2023.

Baldrige Asset Management held 353 shares of iShares Europe ETF worth $18K as of Q1 2023.
Baldrige Asset Management sold 188 iShares Europe ETF shares in Q1 2023, an estimated $9.18K.
iShares Europe ETF made up 0.01% of Baldrige Asset Management's portfolio in Q1 2023, its #225 holding.
Baldrige Asset Management first reported a position in iShares Europe ETF in Q2 2021 and has held it in 8 quarters since.
Baldrige Asset Management's iShares Europe ETF position peaked at $29K in Q4 2021.
207 funds tracked by Wall St. Rank held iShares Europe ETF as of Q1 2023.

Based on Baldrige Asset Management's 13F filing for Q1 2023, filed 17 Apr 2023.